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Posts Tagged ‘Business Health’

Powerful Sales and Marketing Forecaster

sales and marketing forecaster

Tool for projecting your yearly revenue The Planner Lounge, have provided free of charge, through Business Health a powerful tool for projecting your yearly revenue. The SMP tool allows an adviser to forecast revenue flow over a 12 month period, using their stated assumptions. These assumptions can (more…)

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Benchmark your ratings against 50,000+ Financial Planning Client Responses

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A simple guide to employee productivity

A simple guide to employee productivity We’re all busy, so here’s some quick advice on how to get the most from your staff! Of the millions of words written about productivity, there are really just three things you need to remember. For your employees to work the way you’d (more…)

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Financial Planning Benchmarks from Business Health

Breakout Box – To be read in Conjunction with Article Below KEY PRACTICE ATTRIBUTE HEALTHCHECK AVERAGE* Gross practice revenue “Notional” practice expenditure # “Notional” practice profitability # Number of individual clients Total number of staff (including principals) Number of principals Age of practice principal Revenue per staff (more…)

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Education Trends of Financial Planners/Advisers Survey

The Inaugural 2009 Financial Planning Education Trends Survey Tables and Results (April 2009) In partnership with: Key Insights from Education Trends of Financial Planners/Advisers Survey Table 1: Roles and client demand assessed Total* Do you believe clients’ demand for financial advice over the next 12 months will… (more…)

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